Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
Meet the 2023 LUMINARIES Judges
By Jeff BermanThese 17 industry experts recently reviewed the Class of 2023 Finalists in four award categories.
July 12, 2023
Do Schwab's New HNW Services Threaten Advisors?Experts debate if the offerings are handholding for wealthy DIY clients or competition for RIAs' hands-on services.
July 10, 2023
1 in 6 Asset, Wealth Managers Likely Gone by 2027: PwCAccording to the survey, 73% of asset managers are considering a strategic consolidation with another asset manager.
July 06, 2023
4 Time-Wasting Mistakes That Limit Your Firm's GrowthStreamlining your operations is the key to sustainable organic growth.
July 05, 2023
Clearing, Trading Most Popular Uses for Fintech by Advisors: SurveyISS Market Intelligence looks at the fintech providers advisors use most.
June 26, 2023
Is the SEC's War on Crypto 'Regulation by Enforcement'?I asked the SEC's crypto enforcement chief to answer that question, and more.
June 22, 2023
18 Top Robo-Advisors Ranked From Worst to Best: MorningstarThe new Morningstar report suggests that the future of financial advising will be far from exclusively digital.
June 22, 2023
JPMorgan to Pay $4M Over 47 Million Deleted RecordsThe SEC alleges that JPMorgan Securities permanently deleted the electronic records, including emails and instant messages.